5 DOCUMENTS

01 LAST WILL & TESTAMENT

A will or testament is a legal document that expresses a person's wishes as to how their property is to be distributed after their death and as to which person is to manage the property until its final distribution.

02 LIVING WILL

The terms "living will," "health care directive," and "advance directive" all refer to the legal document that lets people state their wishes for end-of-life medical care.

03 TRUST

A trust is a legal relationship in which the legal title to property is entrusted to a person or legal entity with a fiduciary duty to hold and use it for another's benefit.

04 HEALTH CARE PROXY

In the field of medicine, a healthcare proxy is a document with which a patient appoints an agent to legally make healthcare decisions on behalf of the patient, when the patient is incapable of making and executing the healthcare decisions stipulated in the proxy

05 BENEFICIARIES

The beneficiary for an account is the person you want to benefit from the account after you die. Beneficiaries can be named for individual retirement accounts (IRAs), mutual funds, annuities, bank accounts and life insurance policies. .

5 DOCUMENTS

01

LAST WILL & TESTAMENT A will or testament is a legal document that expresses a person's wishes as to how their property is to be distributed after their death and as to which person is to manage the property until its final distribution.

02

LIVING WILL

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03

TRUST A trust is a legal relationship in which the legal title to property is entrusted to a person or legal entity with a fiduciary duty to hold and use it for another's benefit.

04

HEALTH CARE PROXY In the field of medicine, a healthcare proxy is a document with which a patient appoints an agent to legally make healthcare decisions on behalf of the patient, when the patient is incapable of making and executing the healthcare decisions stipulated in the proxy

05

BENEFICIARIES The beneficiary for an account is the person you want to benefit from the account after you die. Beneficiaries can be named for individual retirement accounts (IRAs), mutual funds, annuities, bank accounts and life insurance policies. .

LAST WILL & TESTAMENT

A will or testament is a legal document that expresses a person's wishes as to how their property is to be distributed after their death and as to which person is to manage the property until its final distribution.

TRUST

A trust is a legal relationship in which the legal title to property is entrusted to a person or legal entity with a fiduciary duty to hold and use it for another's benefit.

HEALTH CARE PROXY

In the field of medicine, a healthcare proxy is a document with which a patient appoints an agent to legally make healthcare decisions on behalf of the patient, when the patient is incapable of making and executing the healthcare decisions stipulated in the proxy

BENEFICIARIES

The beneficiary for an account is the person you want to benefit from the account after you die. Beneficiaries can be named for individual retirement accounts (IRAs), mutual funds, annuities, bank accounts and life insurance policies. .